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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-25 |
| WA | RA | APPROVED | 2023-07-25 |
Branch Locations
10900 Ne 4Th Street, Ste 2260, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bellevue | WA | 03/2020 | 07/2023 |
| Smartstop Asset Management | Ladera Ranch | CA | 06/2018 | 08/2018 |
| Q Investments | Fort Worth | TX | 10/2017 | 05/2018 |
| Npv Advisors | Newport Beach | CA | 05/2019 | 02/2020 |
| Student | Fort Worth | TX | 09/2016 | 09/2017 |
| Student | Fort Worth | TX | 09/2018 | 05/2019 |
| Lpl Financial Llc | Bellevue | WA | 07/2023 | Present |
1) 07/19/2023 - PINNACLE PRIVATE WEALTH ADVISORS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-14 |
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